Customers

Manage your customer relationships and credit limits.

Overview

Track sales history, outstanding balances, and contact information for every client.

Actions

1. Adding a New Customer

1. Go to Sales > Customers.
2. Click Add Customer.
3. Basic Info: Enter the Customer's Name, Email, and Phone.
4. Billing Address: Provide the default address for Invoices.
5. Credit Limit: Set the maximum amount of debt this customer can carry.
6. Opening Balance: Record any existing debt from before you started with QOBooks.
7. Click Save.

2. Viewing Sales History & Statements

• Click on any customer to see their Account History.
• Track every Invoice, Payment, and Credit Note linked to them.
• Statement: Generate a "Customer Statement" to send to the client for payment reminders.

3. Updating Customer Profiles

1. Find the customer and click the Edit icon.
2. Update contact people or adjustment credit limits.
3. Click Update.

4. Grouping Customers

• Assign customers to Categories (e.g., "Wholesale", "Retail") for segmented reporting and price lists.

[!TIP] Quick Sale: You can create a "Walk-in Customer" for one-time retail sales where you don't need to store full contact details.